Patricia Alexander (CRD# 4538337) is an Investment Advisor Representative working at Mission Street Wealth Planning in Pasadena, CA and has over 21 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Nov 2003 - Current | 20 |
| G E Pia & Company Inc. | South Pasadena, CA | Nov 2003 - Current | 20 |
| Self Employed | Pasadena, CA | Aug 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- CA
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$503,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, UT
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